Using Bookmarks in Enolytics: Building, Saving, and Sharing Custom Reports
Enolytics makes reporting simple and collaborative with powerful bookmarking features. Bookmarks enable you to create, save, and share tailored reports, streamlining your workflow and unlocking time-saving efficiencies for your winery's direct-to-consumer (DTC) operations.
Introduction
Bookmarks in Enolytics let you quickly access reports you use regularly—either ones you've built yourself or ready-made templates provided in the system. With bookmarks, you preserve your filters, groupings, and custom settings for recurring business needs, and easily share insights with your team. Built-in dynamic updates ensure your data always stays current.
Step 1: Access the Bookmarks Feature
Find Bookmarks in the Upper Right Corner
On any Enolytics report page, locate the Bookmarks button in the top right corner. This menu provides access to both user-created and public bookmarks, allowing you quick entry to saved reports.
Step 2: Explore Public Bookmarks for Instant Insights
Browse & Use Pre-Built Reports
Select Public Bookmarks from the dropdown. You'll see categorized folders like "Business Reports."
Under Business Reports, find many ready-to-go bookmarks for core winery KPIs, operations, accounting, club activity, customer retention, and more.
Click a report—for example, select Major KPIs. The report loads automatically in the reporting module, already configured and grouped by channel.
Look for public bookmarks labeled for common tasks, so you can quickly pull standard reports without building them from scratch.
Step 3: Customize a Public Report to Fit Your Needs
Modify and Build On Preset Reports
Want to adjust a report—such as viewing results by sales associate instead of channel?
Use the column picker at the top of the table to change the grouping or displayed data.
Tweak any filters, columns, or sorting options as needed.
Every change dynamically updates the report. Bookmarks adapt as you change dates or add/remove fields, always presenting up-to-date results.
Step 4: Save Your Custom Report as a Personal Bookmark
Saving and Organizing Your Reports
Once your custom view is set, click Create a Bookmark
Enter a name and save it
Private bookmarks help you revisit complex reports instantly and share them with colleagues whenever needed.
Step 5: Use Special Bookmarks to Jumpstart Campaigns or Club Processes
Leverage Pre-Built Campaign and Club Templates
Visit Public Bookmarks > Eno Preset Campaigns to find ready-made reports for marketing campaigns.
Select the Campaign Start bookmark for a report with customer number, first name, last name, email, and phone fields pre-configured—perfect for prepping campaign outbound lists right away.
Explore other templates, like Club Candidate Search, to identify customers who have never joined your wine club—ideal for targeted growth campaigns.
Step 6: Explore More & Make Bookmarks Work for You
Find More Productivity Tools
Public bookmarks are regularly updated—covering accounting, business overviews, club forecasting, retention tracking, routine campaign prep, and more.
Experiment with existing bookmarks and create your own to save time on common data pulls.
Conclusion
Bookmarks in Enolytics transform the way winery staff access and share key analytics. Whether you need quick access to repeat reports, want to launch a campaign faster, or aim to coordinate with your team, bookmarks give you the flexibility and efficiency to make faster, more informed decisions. Explore all categories to maximize your productivity and keep your DTC operations running smoothly.